GI
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GAMMA Investing’s Axos Financial AX Stock Holding History

GAMMA Investing’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$236K Buy
2,427
+150
+7% +$13.5K 0.01% 1136
2026
Q1 		$194K Buy
2,277
+115
+5% +$10.5K 0.01% 1146
2025
Q4 		$186K Buy
2,162
+5
+0.2% +$412 0.01% 1095
2025
Q3 		$183K Buy
2,157
+197
+10% +$17.2K 0.01% 1037
2025
Q2 		$149K Buy
1,960
+126
+7% +$8.52K 0.01% 1115
2025
Q1 		$118K Buy
1,834
+516
+39% +$35K 0.01% 1120
2024
Q4 		$92.1K Buy
1,318
+336
+34% +$24.5K 0.01% 1177
2024
Q3 		$61.7K Buy
982
+308
+46% +$20.2K 0.01% 1333
2024
Q2 		$38.5K Buy
674
+155
+30% +$8.43K 0.01% 1375
2024
Q1 		$28K Sell
519
-367
-41% -$19.3K 0.01% 1416
2023
Q4 		$49.1K Buy
+886
New +$37K 0.01% 907

Other funds holding AX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SI
Shaker Investments Cleveland, Ohio $278M AUM 69.83% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

GAMMA Investing's AX Position: Q2 2026 in Review

GAMMA Investing increased its Axos Financial (AX) stake by 6.6% in Q2 2026, buying an estimated $13.5K and bringing the position to 2,427 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #1136.

GAMMA Investing first reported a position in AX in Q4 2023 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold AX as of Q2 2026.

  • GAMMA Investing held 2,427 shares of Axos Financial worth $236K as of Q2 2026.
  • GAMMA Investing bought 150 Axos Financial shares in Q2 2026, an estimated $13.5K.
  • Axos Financial made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1136 holding.
  • GAMMA Investing first reported a position in Axos Financial in Q4 2023 and has held it in 11 quarters since.
  • 43 funds tracked by Wall St. Rank held Axos Financial as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.